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Schwab S&p 500 Select shares owned by eCIO

Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by eCIO from 13F filings

Historical chart of eCIO investment in Schwab S&p 500 Select

Tip: Access up to 7 years of quarterly data

All positions including Schwab S&p 500 Select held by eCIO consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab S&p 500 Select by eCIO

Quarter filed Position value Share count Share price at filing
2025-09-30 $63M 3.7M 17.27
2025-06-30 $58M 607k 95.86
2025-03-31 $53M 608k 86.41

More positions owned by eCIO

Schwab S&P 500 Index Fund SWPPX (SWPPX)
iShares Core U.S. Aggregate Bond ETF Agg (AGG)
Schwab U.S. Dividend Equity ETF SCHD (SCHD)
Schwab International Equity ETF SCHF (SCHF)
Vanguard Short-Term Bond Index Fund ETF Shares BSV (BSV)
Schwab U.S. Mid-Cap Index Fund SWMCX (SWMCX)
iShares Core S&P Small-Cap ETF Ijr (IJR)
iShares MSCI USA ESG Select ETF Susa (SUSA)
iShares ESG Aware U.S. Aggregate Bond ETF Eagg (EAGG)
Schwab Treasury Obligation Scoxx (SCOXX)
Janus Henderson Aaa Clo Etf Jaaa (JAAA)
Cliffwater Corporate Len Ding I CCLFX (CCLFX)
iShares Core MSCI Emerging Markets ETF Iemg (IEMG)
iShares ESG MSCI USA Small-Cap ETF Esml (ESML)
Vanguard Instl Index Fd Vanguard 0 3 Month Treasury Bill Etf Vbil (VBIL)

View all positions for eCIO

Top funds holding Schwab S&p 500 Select

Ferguson Wellman Capital Management
eCIO
Dumont & Blake Investment Advisors
Vermillion Wealth Management
Ethos Financial Group
Coston, McIsaac & Partners
Front Street Capital Management
Neville Rodie & Shaw
Williams Jones Wealth Management
North Star Asset Management
Edgar Lomax Company
Staley Capital Advisers
Hurley Capital
Jackson Wealth Management
Moody Lynn & Co/

View all funds holding Schwab S&p 500 Select